NORTHCAPE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 142 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NORTHCAPE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,268,000
-5.4%
48,909
-4.9%
0.37%
-18.1%
Q4 2021$1,340,00051,4110.45%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 89,990$2,345,0002.38%
Gateway Advisory, LLC 329,139$8,577,0001.83%
SONATA CAPITAL GROUP INC 109,698$2,859,0001.20%
Praetorian Wealth Management, Inc. 97,914$2,551,0000.83%
SENTINEL PENSION ADVISORS INC 98,917$2,578,0000.81%
LEAVELL INVESTMENT MANAGEMENT, INC. 434,342$11,319,0000.75%
CORBETT ROAD CAPITAL MANAGEMENT, LLC 13,058$340,0000.58%
Paradiem, LLC 62,819$1,634,0000.53%
Stonebridge Capital Advisors LLC 174,829$4,556,0000.50%
First Affirmative Financial Network 19,364$505,0000.46%
View complete list of ISHARES TR shareholders